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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,788 | $108,942-79.1% | $100,415-77.3% | $145,897-84.4% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 13.43% | 58.27%-44.8pp | 49.47%-36.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $820 | $4,422-81.4% | $3,943-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $2,051 | $8,461-75.8% | $8,091-74.6% | $6,689-69.3% |
| Admin fee / account holder | $72 | $9,702-99.3% | $7,906-99.1% | $13,390-99.5% |